What fields does the HomeWise Integration use to pull information from Vantaca? – Vantaca Library

Question: What fields does the HomeWise Integration use to pull information from Vantaca?

Answer:

AccountInfo

Name	Comments
accountId	Primary Homeowner Account Number
associationId	Association ID
ownerFirstName	Primary Homeowner First Name
ownerLastName	Primary Homeowner Last Name
coownerFirstName	Secondary First Name
coownerLastName	Secondary Last Name
address	Property Address
city	Property City
state	Property State
zip	Property Zip
county	Property County
country	Property Country
currentBalance	Current Balance due on Owner's Account
autoPay	If billing type is ACH, then “YES”. Otherwise, “NO”
lateDate	Day of the month that an assessment is considered late.
lateFeeAmount	The late fee that would be charged on past due balance for the regular assessment.
openViolations	“YES” if the homeowner has open violations. Otherwise, “NO”.
inCollection	“YES” if the homeowner has a collection status. Otherwise, “NO”.
assocLitigation	“YES” if association is in Litigation. Otherwise, “NO”.
litigationComment	Style and cause of litigation. Description.
unsatisfiedJudgmentAmount	Amount of unsatisfied judgment
accountTransactionList	List of account transactions
insuranceBroker	Insurance Agency
insurancePolicyNo	Insurance Policy Number
insurancePolicyEffDate	Insurance policy effective date
insurancePolicyExpDate	Insurance policy expiration date
insuranceAgent	Insurance Agent
agentPhone	Insurance Agent Phone Number
agentFax	Insurance Agent Fax Number
agentEmail	Insurance Agent Email
reserveAmount	Total of all reserve account balances

AccountTransaction

Name	Comments
accountId	Account Number
transactionType	Transaction Type (fee, fine, penalty, assessment, etc.)
transactionDescription	Name of assessment/charge
openAmount	Balance of assessment/charge
amount	Amount of assessment/charge
assessment	“YES” if regular assessment. Otherwise, “NO”.
specialAssessment	“YES” if special assessment. Otherwise, “NO”.
finePenalty	“YES” if fine or penalty. Otherwise, “NO”.
frequency	Frequency of assessment (for regular or special assessment only).
paidThru	For regular and special assessments, the date that the fee is paid through. For delinquent accounts, the oldest date of a transaction.
dueDate	Day of Month Payment is due
lastPaymentDate	Date of Last Payment
lastPaymentAmount	Amount of Last Payment
nextDueDate	Date of next due date. if the assessment is paid through for the fiscal year, then the first date for the next fiscal year

ExportAssociation

Name	Comments
taxId	Association Tax ID
pmCode	Management Company code assigned by HWD
assocName	Association Name
numberOnSiteAddresses	Number of properties owner occupied
numberOffSiteAddresses	Number of properties non-owner occupied
multipleUnitOwners	If Units are owned by same entity (names match), then “YES”. Otherwise, “NO”.
reserveBalance	Total of all reserve account balances.
numberOwnersDelinquent30	Number of owners with balance over 30 days in the regular assessment
delinquencyAmount30	Total amount for delinquencies over 30 days for regular assessments.
numberOwnersDelinquent60	Number of owners with balance over 60 days in the regular assessment
delinquencyAmount60	Total amount for delinquencies over 60 days for regular assessments.
unitsAssessedEquallyAt	The amount that the homeowners are assessed at if all homeowners are assessed at the same amount for regular assessments. If not, the field is empty.
assessmentsLowRange	The lowest amount that a homeowner is assessed at if all homeowners are assessed at different amounts for the regular assessment. If not, the field is empty.
assessmentsHighRange	The highest amount that a homeowner is assessed at if all homeowners are assessed at different amounts for the regular assessment. If not, the field is empty.
reserveBudget	The amount the association has budgeted for Reserves.
incomeBudget	The amount the association has budgeted for Income.
delinquencyDate	The number of days that an assessment is considered late.
yearEnd	The Fiscal year ending date.
interestRate	The Interest Percent that would be charged on past due balance for the regular assessment.
lateFeeCalculation	The late fee that would be charged on past due balance for the regular assessment.
agentEmail	Insurance Agent Email
agentFax	Insurance Agent Fax Number
insuranceBroker	Insurance Agent
assessmentFrequency	How often a property receives a regular assessment. (values= ‘Montly’, ‘Quarterly’, ‘Semi-Annual’, ‘Annual’)
numberOfUnits	The number of properties within an association.
insuranceList	List of insurance policies
associationId	Association Code (assocCode)
company	Management company name
dateCreated	Association Live Date
dateModified	Association Live Date
exportAssocId	Optional Custom Data

insuranceList

Name	Comments
coverageTypeCode	Insurance coverage type code.
coverageTypeDesc	Insurance coverage type description
policyNumber	Policy Number
expirationDate	Expiration Date
amount	Coverage Amount
premium	Coverage Premium
notes	Notes
carrierList	List of insurance carriers
agentList	List of insurance agents

carrierList

Name	Comments
name	Insurance Carrier Name

agentList

Name	Comments
name	Agent Name
phoneNumber	Agent Phone Number

AccountInfo

Name	Comments
pmCode	Management Company code assigned by HWD
exportOwnerId	Owner ID
streetNumber	Property Address Street Number
streetName	Property Address Street Name
unitNumber	Property Address Unit Number
city	Property Address City
state	Property Address State
zip	Property Address ZIP

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